Help w/ crm

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I searched before posting but really struggling to find a CRM solution for my business.

My needs:

  • Inbox (basically filters my email so it’s just emails from my leads/clients that I add to the CRM – my current email gets very cluttered and hard to keep up with)
  • Automated/personalized emails (basically when a lead comes through I can set up automations to reach out / follow up with no response / stop sending emails when they reply or book a call etc
  • Know when I last reached out to someone / last contacted someone at a quick glance (ie last contacted: sept 29th)
  • Piper line/deal kanban visual

Currently I use folk . app and activecampaign separately but I’m looking for an all in one solution

submitted by /u/Interesting-String47
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